Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Mun Income Fd II (PML)

153 + Investors. Track Smart Money conviction in PML. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — PML

Based on 154 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PML positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
154 funds currently hold this stock — 92% of the 3.0-year high of 167 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +62% more funds vs a year ago

fund count last 6Q
+59 new funds entered over the past year (+62% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

79 buying74 selling
Last quarter: 79 funds bought or added vs 74 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 62 → 33 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 20% medium ■ 30% new
77 out of 154 hedge funds have held PML for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

14 → 19 → 62 → 33 → 23 new funds/Q
New funds entering each quarter: 19 → 62 → 33 → 23. PML is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 54% veterans vs 35% newcomers

■ 54% veterans ■ 11% 1-2yr ■ 35% new
Entry-cohort mix of 154 holders: 83 (54%) are 2+ year veterans, 17 entered 1–2 years ago, and 54 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
15 of 154 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PML

In 2026 Q1, 79 hedge funds were net buyers of PML (23 opened a new position, 56 added to an existing one), while 74 reduced or exited (38 trimmed, 36 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 154.

Hedge Fund Ownership: PML

How many hedge funds hold PML — quarterly history vs. share price
Quarterly hedge fund ownership of PML vs. share price

Market Analysis: PML

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PML

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: PML
2026 Q2 Stats Unlock in 1 days 153 + Investors

Track Smart Money conviction in PML. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 153 166 -7.83%
13F Shares 40M 37M 7.65%
Total Value $294M $284M 3.77%
New Positions 22 33 -11
Increased Positions 56 46 +10
Closed Positions 35 17 +18
Reduced Positions 38 55 -17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PML

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Institutional Holders (2026 Q2)

153 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PML. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PML holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bramshill Investments, LLC 4.52% 7,767,525 $59.1M
2 Gridiron Partners, LLC 3.32% 830,828 $6.3M
3 Robinson Capital Management, LLC 2.88% 856,682 $6.5M
4 Wagner Wealth Management, LLC 1.94% 1,379,218 $10.5M
5 Williams & Novak Wealth Management, LLC 1.70% 338,525 $2.6M
6 Rivernorth Capital Management, LLC 1.62% 4,482,914 $34.1M
7 Worthington Financial Partners, LLC 1.17% 185,833 $1.4M
8 Rareview Capital LLC 0.97% 232,046 $1.7M
9 Melfa Wealth Management, INC. 0.66% 161,692 $1.2M
10 Wakefield Asset Management LLLP 0.47% 272,029 $2.1M
11 Whipplewood Advisors, LLC 0.39% 76,724 $584K
12 Hennion & Walsh Asset Management, Inc. 0.36% 1,673,808 $12.7M
13 Integrated Capital Management, INC. 0.31% 57,841 $440K
14 Noble Wealth Management PBC 0.30% 87,991 $670K
15 Ellis Investment Partners, LLC 0.26% 221,938 $1.7M
16 Cove Private Wealth, LLC 0.22% 148,388 $1.1M
17 City of London Investment Management Co Ltd 0.21% 461,349 $3.5M
18 GenTrust, LLC 0.18% 606,631 $4.6M
19 Thomas J. Herzfeld Advisors, Inc. 0.17% 73,493 $559K
20 Guggenheim Capital LLC 0.13% 2,724,581 $20.7M
21 Duncker Streett & Co Inc 0.10% 74,774 $569K
22 Advisors Asset Management, Inc. 0.10% 827,378 $6.3M
23 Cypress Capital Group 0.07% 102,720 $782K
24 Ackerman Capital Advisors, LLC 0.07% 45,017 $343K
25 River Street Advisors LLC 0.07% 29,237 $222K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pimco Mun Income Fd II (PML)

What does the Smart Money Trend signal show for PML?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PML positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PML?

Slight buying edge — 52% buying: Last quarter: 79 funds bought or added vs 74 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PML holders?

Smaller funds dominant — 17% AUM from top-100: 15 of 154 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PML?

50% of holders stayed for 2+ years: 77 out of 154 hedge funds have held PML for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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